A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 260 shares of IDU stock, worth $22,921. This represents 0.01% of its overall portfolio holdings.

Number of Shares
260
Previous 260 -0.0%
Holding current value
$22,921
Previous $20.8 Million 5.74%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$70.39 - $82.51 $14,078 - $16,502
-200 Reduced 43.48%
260 $20.8 Million
Q1 2022

Apr 25, 2022

BUY
$79.56 - $91.11 $7,956 - $9,111
100 Added 27.78%
460 $41,000
Q4 2021

Feb 15, 2022

SELL
$79.02 - $88.43 $7,902 - $8,843
-100 Reduced 21.74%
360 $31,000
Q4 2020

Jan 15, 2021

BUY
$73.61 - $82.19 $16,930 - $18,903
230 Added 100.0%
460 $35,000
Q2 2020

Jul 21, 2020

SELL
$64.5 - $78.05 $2,580 - $3,122
-40 Reduced 14.81%
230 $16,000
Q1 2020

Apr 16, 2020

SELL
$56.5 - $88.53 $24,012 - $37,625
-425 Reduced 61.15%
270 $18,000
Q2 2019

Jul 24, 2019

BUY
$72.15 - $77.08 $14,430 - $15,416
200 Added 40.4%
695 $104,000
Q4 2018

Feb 05, 2019

BUY
$65.33 - $72.1 $32,338 - $35,689
495 New
495 $33,000
Q3 2018

Nov 08, 2018

SELL
$65.43 - $69.3 $32,780 - $34,719
-501 Closed
0 $0
Q2 2018

Aug 13, 2018

SELL
$61.72 - $66.07 $2,407 - $2,576
-39 Reduced 7.22%
501 $0
Q1 2018

Apr 16, 2018

BUY
$59.97 - $65.92 $3,058 - $3,361
51 Added 10.43%
540 $0
Q3 2017

Nov 13, 2017

BUY
$66.38 - $67.19 $3,385 - $3,426
51 Added 11.64%
489 $0
Q2 2017

Sep 14, 2017

SELL
N/A
-812 Reduced 64.96%
438 $0
Q2 2017

Aug 15, 2017

BUY
N/A
1,250
1,250 $0

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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